Adaptive Planning

Palo Alto, United States Founded: 2003 • Age: 23 yrs Acquired By Workday
Cloud-based financial planning and budgeting software is offered for enterprises.
Annual revenue - Latest available
Total funding $228.5M 10 rounds
Employees - Tracked headcount
Investors 12 Known backers
Products - Services tracked
Competitors 10 Brand Intelligence

About Adaptive Planning

Adaptive Planning is a company based in Palo Alto (United States) founded in 2003 by Richard L Dellinger and Robert S Hull was acquired by Workday in June 2018. Adaptive Planning has raised $228.55 million across 10 funding rounds from investors including Workday, Bessemer Venture Partners and Royal Bank of Canada. Adaptive Planning has completed 1 acquisition, including myDIALS. Adaptive Planning operates in a competitive market with competitors including Anaplan, Workday Adaptive Planning, Vena Marketing, Planful and Pigment, among others.

  • Headquarter Palo Alto, United States
  • Founders Richard L Dellinger, Robert S Hull
  • Sectors
    Technology
  • Phone
    Locked
  • Website
    Locked
  • Social
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Operational Areas
Technology → Cloud, Data & Analytics Infrastructure Unlock Sub-Sector Unlock Segment
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $228.55 M (USD)

    in 10 rounds

  • Latest Funding Round
    $75 M (USD), Series G

    Jun 30, 2015

  • Investors
    Workday

    & 11 more

  • Employee Count
    Not available
  • Investments & Acquisitions
  • Acquired by
    Workday

    (Jun 11, 2018)

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Funding Insights of Adaptive Planning

Adaptive Planning has successfully raised a total of $228.55M across 10 strategic funding rounds. The most recent funding activity was a Series G round of $75 million completed in June 2015. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in Adaptive Planning

Adaptive Planning has secured backing from 12 investors, including venture fund and institutional investors. Prominent investors backing the company include Workday, Bessemer Venture Partners and Royal Bank of Canada.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Monitor Ventures is involved in unspecified business activities.
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Venture capital firm focused on fintech & enterprise SaaS sectors
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US focused VC firm
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Investor details for Adaptive Planning

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  • Investor locations
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Investments & Acquisitions by Adaptive Planning

Adaptive Planning has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include myDIALS.

Investments
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Investment portfolio details for Adaptive Planning

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  • Transaction dates
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Acquisitions
Company Name Description Domain Location Founded Year Amount
Cloud-based business intelligence solution
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Complete acquisition details for Adaptive Planning

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Financial Statements - Adaptive Planning

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Detailed financials for Adaptive Planning

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Adaptive Planning Comparisons

Adaptive Planning Primary company
Description
Cloud-based financial planning and budgeting software is off...
Location
Palo Alto, United States
Founded Year
2003
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Adaptive Planning

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Competitors of Adaptive Planning

Adaptive Planning operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Anaplan, Workday Adaptive Planning, Vena Marketing, Planful and Pigment, among others.

Company Name Domain Founded year HQ Location Description
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Operational planning and forecasting solutions are offered to businesses.
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Cloud-based financial planning and analytics are delivered via SaaS.
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AI-powered financial planning and accounting software is offered.
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Cloud-based financial planning and advisory solutions are provided for businesses.
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A platform for business planning and project management is offered.
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Expense management solutions are delivered via a software platform.
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Detailed competitors of Adaptive Planning

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Latest news on Adaptive Planning

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Complete news archive for Adaptive Planning

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Frequently Asked Questions about Adaptive Planning

Adaptive Planning was founded in 2003.

Adaptive Planning is headquartered in Palo Alto, United States. It is registered at Palo Alto, California, United States.

Adaptive Planning is a funded company, having raised a total of $228.55M across 10 funding rounds to date.

Workday Adaptive Planning was founded in 2003 in Palo Alto, United States, as a provider of cloud-based software for enterprise financial management. Tools are supplied for budgeting, forecasting, variance analysis, revenue and expense management, workforce modeling, capital planning, and cash flow optimization. Operations target sectors such as manufacturing, retail, healthcare, hospitality, energy, utilities, and public services, supporting analysis across multiple industries.

Adaptive Planning's top competitors include Workday Adaptive Planning, Workday Adaptive Planning and Vena Marketing.

Adaptive Planning has made 1 acquisition, including myDIALS.

Adaptive Planning has 12 investors. Key investors include Workday, Bessemer Venture Partners, Royal Bank of Canada, Norwest Venture Partners, and Monitor Ventures.

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